Coolabah Capital Investments
James Caughey is a seasoned finance professional with extensive experience in portfolio management and investment strategy. Currently serving as the Portfolio Management Director and Head of New Zealand at Coolabah Capital Investments since February 2024, Caughey previously held roles as the Head of Fixed Income at Hobson Wealth and Investment Strategist at Alvarium Wealth (NZ) Limited, where responsibilities included strategic asset allocation and fixed income strategy implementation. Caughey's earlier experience at NZAM included positions as Head of Research and Senior Research Analyst, focusing on portfolio construction and investment performance analysis. Academic credentials include a Bachelor of Commerce in Finance and a Bachelor of Arts in Classical and Ancient Studies, both from The University of Auckland.
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Coolabah Capital Investments
Coolabah Capital Investments (CCI) is a leading active credit alpha manager that is responsible for managing numerous institutional mandates, the Smarter Money Investments’ product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). CCI manages over $8 billion in funds under management. CCI’s edge is in “alpha” generation in liquid, high-grade credit in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or “beta”). This alpha is a function of the world-class analytical insights rendered by CCI’s human capital, which includes over 38 executives with a long-term track-record of delivering prescient macro and quant insights. In 2019, CCI’s portfolio managers were selected as one of FE fundinfo’s Top 11 “Alpha Managers” based on their risk-adjusted performance across all asset-classes.